San Dieguito Union High Awards Financial Services Contract to Umb Bank National Association (July 2026)

San Dieguito Union High School District’s resolution for up to $20 million in 2026-27 Tax and Revenue Anticipation Notes designates UMB Bank, National Association as trustee, paying agent, and registrar under the Trust Agreement. The bank will handle execution of note participations, custody and investment of proceeds, and administration of payment and proceeds accounts through note maturity in 2027.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

From note issuance date in 2026 until note maturity in 2027 and final payment/close-out

Renewal

Trustee role continues for the life of the notes and any parity notes under the Trust Agreement; no automatic renewal beyond the obligations tied to the outstanding notes is described.

Document type

Resolution

Source document

San Dieguito Union High School District Resolution Authorizing the Borrowing of Funds for Fiscal Year 2026-27 2026-08-06

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by San Dieguito Union High?

Umb Bank National Association was awarded this financial services contract by San Dieguito Union High, as recorded on July 27, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a resolution record.

Where was this contract approved?

This contract appears in San Dieguito Union High School District Resolution Authorizing the Borrowing of Funds for Fiscal Year 2026-27 2026-08-06 (Resolution), dated July 27, 2026 from San Dieguito Union High. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Umb Bank National Association hold?

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